Key Takeaways DTI is using its OneDTI program to unify operations and protect margins ahead of a 2025 downturn.Drilling Tools International grew Eastern Hemisphere revenues 41% year over year in Q3 2025.DTI's Compass platform and Houston facility move are boosting efficiency and lowering costs.In the cyclical oilfield services sector, execution and integration often determine which companies outperform when activity slows. Drilling Tools International (DTI) is addressing the near-term downturn by prioritizi ...

Key Takeaways Workday will report Q4 fiscal 2026 results on Feb 24 after posting steady earnings surprises.WDAY saw demand for HCM and finance tools, expanded Workday GO and launched EU Sovereign Cloud.Workday's Earnings ESP is -3.86%, making an earnings beat less certain this quarter.Workday, Inc. (WDAY) is set to release fourth-quarter fiscal 2026 results on Feb. 24, after the closing bell. In the trailing four quarters, the company delivered an earnings surprise of 9.11%, while in the last reported quart ...

Key Takeaways Comfort Systems crushed the fourth-quarter results with the EPS surging 129% and revenues growing 42% YoY.Comfort Systems' backlog nearly doubled as it rides on the robust data center demand trends.FIX's margins expanded year over year, with lifted cash flow and shareholders' returns spreading optimism.Comfort Systems USA, Inc. (FIX) delivered stellar fourth-quarter 2025 results, with adjusted earnings and revenues surpassing the Zacks Consensus Estimate and increasing year over year.FIX stock ...

Core Insights - AbbVie reported strong fourth-quarter and full-year 2025 results, surpassing expectations, primarily driven by its newer immunology drugs, Rinvoq and Skyrizi, which offset the decline of the legacy drug Humira [1] Financial Performance - Skyrizi and Rinvoq generated combined revenues of approximately $26 billion, reflecting over 40% year-over-year growth. Skyrizi sales increased by 50% year-over-year to $17.56 billion, while Rinvoq sales rose by 39% to $8.30 billion [2] - AbbVie anticipates overall sales to grow at a high single-digit revenue CAGR through 2029, with combined sales of Skyrizi and Rinvoq expected to exceed $31 billion in 2026, surpassing the long-term guidance of $31 billion for 2027 [4] Market Dynamics - The immunology market is experiencing strong growth, with significant market share gains for Skyrizi in psoriasis and Rinvoq in rheumatoid arthritis. New indications for both drugs, including recent approvals and potential future approvals, are expected to drive further growth [3][5] - AbbVie expects Rinvoq to secure approvals for vitiligo and alopecia areata in 2026, with additional phase III data anticipated for hidradenitis suppurativa and systemic lupus erythematosus [5] Competitive Landscape - AbbVie faces competition from Johnson & Johnson, which markets Stelara and Tremfya, and Eli Lilly, which recently received FDA approval for Omvoh in ulcerative colitis [7][8] Valuation and Estimates - AbbVie shares are currently trading at a P/E ratio of 15.14, below the industry average of 18.74, but above its five-year mean of 13.68 [12] - Estimate revisions for 2026 EPS have trended higher, while those for 2027 have decreased over the past 30 days [14]

Core Insights - Five9, Inc. (FIVN) reported fourth-quarter 2025 earnings of 80 cents per share, exceeding the Zacks Consensus Estimate by 1.3% and showing a 1.3% increase from the previous year's 79 cents [1][9] - The company's fourth-quarter revenues rose 8% year over year to $300.3 million, also surpassing the Zacks Consensus Estimate by 0.9%, driven by a 12% increase in subscription revenues due to strong Enterprise AI traction [2][9] Financial Performance - FIVN's adjusted non-GAAP gross profit for Q4 was $189.47 million, up from $176.85 million in the same quarter last year, with a gross margin of 63.1%, down 40 basis points year over year [3] - Non-GAAP operating income increased to $61.62 million from $49.52 million year over year, resulting in a non-GAAP operating margin of 20.5%, up from 17.8% [4] - General & administrative expenses on a non-GAAP basis rose to $18.2 million, accounting for 6.1% of revenues, down from 6.4% in the previous year [4] - Research & development expenditures decreased to $26.2 million, representing 8.7% of revenues, down from 11.5% [5] - Non-GAAP sales & marketing costs increased to $67.7 million, maintaining 22.6% of revenues, consistent with the prior year [5] Balance Sheet & Cash Flow - At the end of the quarter, FIVN had cash and cash equivalents of $696.92 million, up from $676.2 million in the previous quarter [6] - The company generated an operating cash flow of $83.6 million and reported a free cash flow of $67.3 million, with a free cash flow margin of 22% [6] Guidance - For 2026, Five9 expects revenues to be between $1.247 billion and $1.261 billion, with the Zacks Consensus Estimate at $1.26 billion, indicating a year-over-year growth of 9.6% [7] - GAAP net income per share is projected to be between 86 cents and 95 cents, while non-GAAP net income per share is expected to range from $3.15 to $3.21, with the Zacks Consensus Estimate at $3.19, reflecting an 8.3% year-over-year growth [8] - For Q1 of fiscal 2026, revenues are forecasted to be between $296.5 million and $302.5 million, with the Zacks Consensus Estimate at $299.3 million, indicating a 7% year-over-year growth [10] - GAAP net income per share for Q1 is projected to be between 10 cents and 17 cents, while non-GAAP net income per share is expected to be between 66 cents and 70 cents, with the Zacks Consensus Estimate at 67 cents, indicating an 8.1% year-over-year growth [11]

Key Takeaways OKLO is pursuing a combined NRC license to cover both construction and operations.OKLO's Part 52 pathway allows reuse of safety and design documents for future sites.OKLO's Aurora-INL application is under review, building regulatory momentum.Regulatory execution is becoming one of the biggest deciding factors in bringing advanced nuclear technologies to market. In this industry, licensing timelines often determine whether projects move forward or face delays. For Oklo Inc. (OKLO) , steady prog ...

Key Takeaways Modine shares have surged 63% YTD, fueled by AI-driven data center cooling demand and strong earnings.MOD posted 31% revenue growth, with data center sales up 78% and multi-year pipeline visibility.MOD raised fiscal 2026 outlook, targeting 20-25% revenue growth and expanding EBITDA margins.Shares of Modine Manufacturing (MOD) have been on a tear. The stock is up nearly 63% year to date, outperforming the industry as well as peers, including Vertiv Holdings (VRT) and Johnson Controls (JCI) . Af ...

Key Takeaways Dominion Energy is set to report Q4 2025 earnings on Feb. 23, with EPS seen at 64 cents.Dominion Energy may benefit from data center demand and no Millstone refueling outage.D faces higher financing costs, weaker margins and trades at a premium to its industry.Dominion  Energy (D) is scheduled to release its fourth-quarter 2025 results on Feb. 23, before market open. The Zacks Consensus Estimate for earnings is currently pegged at 64 cents per share on revenues of $3.56 billion.Fourth-quarter ...

Oil States International (OIS) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.09 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +23.81%. A quarter ago, it was expected that this energy services company would post earnings of $0.1 per share when it actually produced earnings of $0.08, delivering a surprise of -20%.Over the last four ...

Western Union (WU) came out with quarterly earnings of $0.45 per share, beating the Zacks Consensus Estimate of $0.43 per share. This compares to earnings of $0.4 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +4.34%. A quarter ago, it was expected that this money transfer company would post earnings of $0.43 per share when it actually produced earnings of $0.47, delivering a surprise of +9.3%.Over the last four quarters, the ...